NFTs down 70-90%

What have we all learnt?

7 HARD IRON rules I’m sticking to moving forward.

2025 🚀

1/ 2/ Hodl some sell some

I have 100s of NFTs of some collections.

wth will I do with all of them?

Derisk, reallocate, buy my family something nice.

Gonna sell some along the way - don’t care what anyone says.

Constantly drained? Constantly under achieiving? You're in the wrong zone.

Enter: 'The Zone of Genius'

One of the most profound pieces of reading I've ever done. (5 mins).

1/ Thread. 2/ The zone of what?

Bear with me.

Gay Hendricks, author and psychologist first mentioned it in his book in 2010, "The Big Leap".

Basically every single activity you do in the day falls under 4 zones.

Here's a quick summary,

Recently i had THE most bullish phone call on web3 I've ever had in my 6 years here.

- Theme parks
- Tripple A IPs
- Mobile Games
- $20M+ Marketing budgets

2025+ is going to be on fire.

Thread 1/ 1/ When I first started in 2017, I quickly learnt real change and adoption takes time.

2013 was great for Bitcoin
2017 was great for Crypto
2021 was great for DeFi/Metaverse
2025 ??

CALCULATED NFT INVESTING

Looking at data, metrics & numbers before buying an NFT.

Thread 1/ 2/ I've done a thread on looking at data before making investment decisions.

But now with Blur & Opensea having a lot more graphs/data we can look at, I thought I'd do it again.

Culture, community, art matters.

So does Math,

I'm not afraid to say it like it is.

Yes, there's a very real possibility much of human labour will be replaced with AI.

Creative, engineering, medicing, research,

You name it, AI can assist or eventually take over.

1/ 2/ What does this mean for humans?

- Take this seriously,
- Upskill yourself so you can increase your output and do more in your field,
- LET employers know you use AI to work better,

Don't wait till AI replaces your job.

Here's 14 MAJOR impacts AI will have that every human needs to be aware of.

1/ 2/ Before I get into this,

A - I'm going to be as real as I can be,

B - Some of these are extemely wild 😅

C - I'm learning as well, please share your thoughts as we go.

Want to increase your productivity by 300%?

20 AI tools EVERY human needs to be aware of.

Thread

1/ 2/ AI generated Avatar video using @synthesiaIO by @siavashg.

The visuals are 100% AI generated 🤯

15 seconds to record audio,
30 seconds to pick backdrop,
5 minutes to generate results,

NFT projects have raised MILLIONS in NFT sales.

But many won't last through crypto-winter.

Why? Treasury management.

Short Thread

1/ 2/ Crypto, over the last decade has worked in cycles.

in 2020-22 we saw at least 100 NFT projects raise $5M or more.

Exciting times. But will they last?

First year of crypto/NFTs was painful.

You feel like you’re doing everything ‘right’ but end up losing a ton of $.

Here’s 15 things I wish I had known sooner,

1/ 2/ ‘DYOR’ (Do Your Own Research).

Quickest way to lose $ is to buy everything an influencer mentions.

The balance? Your own opinion.

Who’s the founder? Is the idea scalable? Marketable? Is it a long term play?

9/10 times an influencer is bias towards their investments

Question.

What’s the difference between those that make Millions in NFTs vs those that lose it all?

Answer: Managing RISK.

1/ A quick thread 2/ RISK.

The opposite of reward.

Most newbies to crypto/NFTs have fantasies of the upside.

FOMO’ing to new projects that can potentially go 10x, 100x, the next BAYC, etc.

But fail to have a plan if it goes wrong.

Lots of chatter about @OthersideMeta, not enough talk about @Improbableio,

1,000+ Employees, Been around since 2012, raised $500M+,

Let’s dive into this giant,

1/ 2/ Some key starting points,

• Founded in 2012 by @HermanNarula (CEO), @RJFWhite (CPO), @lippylipka (COO).

• Over 1,000 employees

• HQ in England

• They make Metaverse enabling infrastructure and applications.

NFTs are a fad?

Nope - They've been around for almost a decade!

A thread on the RICH RICH RICH history of art, games, collectibles on blockchain and why it will continue for decades.

Thread 1/ 2/ There's a misconception among masses,

"NFTs are a fad"

"NFTs came out of nowhere"

"NFTs will go away"

Nope, tokenizing culture on blockchain has actually been around for a decade. Let's go through some.

Disclaimer: There's always more being rediscovered!

How NFT OGs made Millions.

The 2017-2023 NFT story.

1/ Thread. 2/ Would you believe me if I said most OG NFT millionaires made their fortunes before this space blew up?

Every AAA Game Studio will at some point execute an NFT Strategy.

They already are and most don't people have a clue.

Thread 1/ 2/ Firstly some NFT predictions over the next 2-5 years.

- 'Play 2 Earn' won't be the main draw. Unsustainable,
- Bulk of game NFTs will be free, probably quest or player rewards,
- Most trading volume will happen in USD not crypto.

Want to know something wild?

In 2018 I did at least over 200+ OTC NFT trades.

I sent ETH first and prayed the seller sent the NFT we agreed on.

I NEVER GOT SCAMMED ONCE. It's crazy thinking about it, I'd absolutely never do this now.

I don't even click on links.

It's sad as the industry grew, bad actors are everywhere.

The Decentraland community had only the above way to trade for a while because there was no marketplace.

When I first entered crypto, (2017), it was all about “getting rich quick”.

I’d make high risk decisions and pray things would suddenly boom.

My portfolio went from $20k to $150k back down to $20k by the end of it all. (12 months)

1/ 2/ It took some time to shift this mindset.

It became more about, how do I invest my time, money and energy in this space so, overtime I come out net positive.

Also - How do I invest so I sleep sound at night. Diversified, not investing more than I can afford to lose, etc.

Excited to announce @themetakey’s very own Virtual World - New Ganymede 🔥

Cross Metaverse Quests, Play as your Metakrew, Land, and more,

Thread 1/ 2/ Two of the biggest features missing from the NFT space imo are,

- Experiences, (Utilizing your NFTs in a variety of ways).
- Interoperability, (Using your NFTs in multiple projects).

New Ganymede will be a “verse” within the Meta that experiments HEAVILY with the above.

Excited to Announce a $3.5M seed round for @themetakey lead by @animocabrands and joined by @DCGco, @Sfermion_ , @B3vIo, @TheSpartanGroup, @SkyVisionCap, @DoublePeakGroup, @MHC_Digital, @WhaleShark_Pro and many others!

2022 is going to be crazy year 🔥

Thread 1/ 2/ @themetakey is a project that explores hyper utility packed into a single NFT.

In the next few years we'll be integrating the Metakey across 100s of apps, games, projects and anything web3 related.

I honestly think every NFT marketplace will have it VERY tough competing with Opensea.

Doesn’t matter if you’re coinbase or if you pay your users via a token incentive.

Short thread 1/ 2/ Opensea for years has not only been a marketplace, it’s been an NFT launch platform.

Projects launched, people bought from primary and secondary straight off Opensea.

This creates a VERY healthy order book with plenty of listings to keep a marketplace flowing.

What makes Metaverse land investible?

My take,

If 100s of millions of people will enter social spaces, there will be places of concentrated gatherings.

We’ve all seen them while playing MMOs.

1/ 2/ That being said I think 90% of land projects aren’t going to attract a large enough demo at all.

I think we’re in hyper speculation phase.

No current prices are justified but eh this is crypto.

2/

If your metric of health valuation for NFT projects is only Floor price, you’re doing it wrong.

Here’s 5 more metrics to assess deeper. 1/ Thin Order Book

Eg below, A floor price of 0.55 ETH,

But only 6 sales later it will be 1 ETH.

As long as there’s good daily sales volume, it’s just a matter of time till it gets there.